Business – Password Manager Recommender

How Your Business Uses Passwords

These questions help identify whether you need a password solution that works for an individual, a team, or if you need an enterprise-level solution.

How many team members regularly access business accounts or systems that require logins?

Does your business need to share some passwords or logins with multiple employees?

Yes No

Do you want the ability to revoke an employee’s access to passwords when they leave?

Yes No

Your Comfort Level with Technology

Your responses in this section play a major role in shaping the recommendation. In our experience, people are far less likely to stick with a password-management solution if it requires more technical skill than they’re comfortable with.

Would you describe yourself (or your main employees) as tech-savvy, average, or prefer something simple and automated?

Tech-savvy Average Prefer something simple and automated

Do you prefer software that “just works” out of the box, or do you like to configure settings and customize things yourself?

Just works out of the box Want to customize settings and workflows

If something goes wrong, do you prefer to call support, read documentation, or fix it yourself?

Call support Read documentation Fix it yourself

Current Password Habits

We’ll learn how your team currently manages passwords today and what needs improvement.

How do you currently manage passwords (e.g., spreadsheet, browser auto-fill, notebook, shared note, password manager, etc)?

What’s your biggest frustration with your current system? (e.g., lost passwords, too many resets, poor sharing)?

Do you currently have an iPhone or Android smartphone?

iPhone Android

Do you find that you use your passwords more on your computer, smart phone/tablet or equally between both?

Yes No

Do you have to share text message verification codes with employees so they can access certain accounts?

Yes No

Which accounts require you to share verification codes with employees?

Security and Trust Preferences

These questions help identify your comfort level/preference with using a service (free/paid) to store your passwords versus having a small computer in your office that stores your passwords.

Are you comfortable storing encrypted passwords in the cloud (like Google Drive, Apple iCloud), or would you prefer to keep everything stored locally on your own server?

Comfortable with cloud storage Locally own server

Do you have any policies that restrict where company data can be stored (e.g., “must stay on-site” or “U.S. servers only”)?

Yes No

Which government agency is restricting you?

Collaboration and Growth

These questions help match tools that scale with your team’s needs.

How many total users should have access to the password system today—and in the next year?

Would you like to set different permission levels for employees (e.g., managers see all, staff see some, or Front desk person can share the password but CANNOT see them, etc)?

Yes No

Do you plan to integrate the password manager with other business tools (e.g., Microsoft 365, Google Workspace, Slack)?

Yes No Not Sure

Budget and Subscription Preferences

This section determines whether you prefer a free, one-time, or subscription-based model.

Are you open to paying a small monthly subscription for easier setup and support?

Yes No

Would you prefer a one-time purchase or a self-hosted version that you maintain yourself, or maintained by your IT company?

One-time purchase Self-hosted